KGS Kodiak Gas Services, Inc.

FY2025 10-K
Filed: Feb 26, 2026
Utilities
Natural Gas TransmissionSEC EDGAR

Kodiak Gas Services, Inc. (KGS) filed its fiscal year 2025 10-K annual report with the SEC on Feb 26, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2025 10-K

Business Overview

  • Core business model: Operator of large horsepower contract compression infrastructure supporting natural gas/oil production and transport in key U.S. regions
  • New emphasis on electric motor driven compression deployment under long-term fixed-revenue contracts to reduce emissions intensity
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Management Discussion & Analysis

  • No revenue or profitability figures disclosed in MD&A; focus on operational and regulatory risks
  • Concentrated operations in Permian Basin and Eagle Ford Shale, vulnerable to regional disruptions and supply-demand shifts
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Risk Factors

  • Regulatory risk from One Big Beautiful Bill Act 2025 impacting U.S. tax law and permanently reinstating full expensing of qualified capital expenditures
  • Geopolitical exposure: 82.8% of compression assets deployed in Permian Basin and Eagle Ford Shale, subject to U.S. Gulf Coast LNG export growth and related energy policies
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Financial Summary
XBRL

Revenue

$1.3B

Net Income

$81M

Operating Margin

26.0%

Net Margin

6.2%

ROE

6.7%

Total Assets

$4.3B

EPS (Diluted)

$0.89

Operating Cash Flow

$600M

Source: XBRL data from Kodiak Gas Services, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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